Creating a document template

A document template consists of two files. One file is a document template descriptor file, which contains the metadata, such as its name, ID, and MIME type. The other file is the document template itself, which contains the document contents.

You can view and edit the document templates and descriptors by navigating to configuration > config > resources > doctemplates in Studio.

Document template files are in the following directory:

PolicyCenter/modules/configuration/config/resources/doctemplates

There are several example files in that directory. The best way to create a new template is to edit copies of these examples. The descriptor file is in XML format. Studio does not provide a special editor to help generate new templates.

See also

• For details about document management, document templates, and related integration points, see Document management.
• To automatically create documents by using rules, see Creating new documents from Gosu rules. Use similar rules to create a document in a workflow.